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Excellon Resources Inc T.EXN

Alternate Symbol(s):  EXNRF

Excellon Resources Inc. is engaged in the acquisition, exploration, and advancement of mineral properties. The Company is advancing a portfolio of silver, base metals and precious metals assets The Company’s project portfolio includes Kilgore, Silver City and Evolucion. The Company’s Kilgore project is an advanced gold exploration project in Idaho. The Kilgore gold project is located in Clark County, Southeastern Idaho. The Kilgore gold project comprises 614 lode mining claims and consists of approximately 6,788 hectares (ha). The Silver City is a high-grade epithermal silver district in Saxony, Germany. The Evolucion property covers 31.28 square kilometers (31,280 ha) and 17 km of strike along the Fresnillo trend, a silver district.


TSX:EXN - Post by User

Bullboard Posts
Comment by Thales42on Oct 26, 2020 1:36pm
231 Views
Post# 31782207

RE:RE:RE:RE:RE:In Store

RE:RE:RE:RE:RE:In StorePlatosa operations is the big unknown. You were around the time when  Platoza "Optimization Plan" called for 4 million ag eq. oz production and $US 9 AISC.  There is a reason I keep bringing theses EXN representation representations made on numerous occasions in 2013 - 2017 period forward.

At current silver price, 4 mill ag eq, production at US $9/ Cad $12.5 AISC the free cash flow would be $44 million. This $44 million would take care of both KIlgore and Silver City development. With such production numbers Exn SP would be north of $13.75.

The next Q3 financials are around the corner I anticipate AISC in the range of $20-$25, an improvement, but still a far cry from US $9 AISC assurances.  Note that nobody confronted Cahill who conveniently forgot his $9 AISC target and started using the US$15 as the new floor AISC. 

Also we are hearing about improved quarterly performance to 500- 550,000 ag eq.. What happened to the 4 million yearly production or 1 million per quarter Cahill beat to death in the 2012-2017 period.

In the above scenario, there  would be no need for financing. But that was before the time Cahill reinvented himself.  In Cahill post 2019 world share dilution is as certain as his iron clad salary and perks 

 
Bullboard Posts